BF
SWN

BOK Financial’s Southwestern Energy Company SWN Stock Holding History

BOK Financial’s Portfolio SWN Stock Details SWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18
Closed -$137 – 1279
2024
Q1 		$137 Buy
+18
New +$122 ﹤0.01% 1183
2023
Q3 		– Sell
-3,000
Closed -$18K – 1280
2023
Q2 		$18K Hold
3,000
– – ﹤0.01% 882
2023
Q1 		$15K Sell
3,000
-144,227
-98% -$765K ﹤0.01% 963
2022
Q4 		$861K Sell
147,227
-109,882
-43% -$722K 0.02% 556
2022
Q3 		$1.57M Buy
+257,109
New +$1.78M 0.03% 404
2020
Q3 		– Sell
-11,295
Closed -$29K – 903
2020
Q2 		$29K Buy
+11,295
New +$32.2K ﹤0.01% 846
2014
Q4 		– Sell
-21,604
Closed -$755K – 814
2014
Q3 		$755K Sell
21,604
-473
-2% -$18.9K 0.03% 491
2014
Q2 		$1M Buy
22,077
+10
+0% +$463 0.03% 451
2014
Q1 		$1.02M Sell
22,067
-7,028
-24% -$295K 0.03% 445
2013
Q4 		$1.15M Sell
29,095
-43,978
-60% -$1.65M 0.04% 411
2013
Q3 		$2.66M Buy
73,073
+626
+0.9% +$23.8K 0.1% 236
2013
Q2 		$2.65M Buy
+72,447
New +$2.69M 0.1% 212

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return